Portal

PeopleSoft Portal related articles.

Compare Report in CSV or HTML format

Click here -> Compare Report in HTML format to see how you can generate compare reports in HTML or CSV format.

Send User to a Portal Folder

Sometimes you would want to give users the option to click a button on the page and send them back to the Portal Folder they came from, or may be couple folders back! Here is how you go about doing that.

You can actually use the PeopleSoft delivered function NavPageURL to accomplish this! So, lets get started!

On your page, go ahead and add a button. Place the following PeopleCode at the Component Record Field level under FieldChange event.

Declare Function NavPageURL PeopleCode EOPP_SCRTN_WRK.FUNCLIB FieldFormula;

Roles, Permissions, and Users Assigned to Portal Content Reference or Component

Roles attached to a component (portal_uri_seg2) or content reference (portal_objname)

SELECT DISTINCT c.portal_name, c.portal_objname, b.rolename, e.descr
  FROM psroleclass b, psprsmperm c, psprsmdefn d, psroledefn e
    WHERE c.portal_objname = d.portal_objname
            AND b.classid = c.portal_permname
            AND b.rolename = e.rolename
            AND (d.portal_uri_seg2 = :1 OR d.portal_objname = :2);

Permissions attached to a component (portal_uri_seg2) or content reference (portal_objname)
 

Order Portal References and Folders Using Sequance Number

To make things easier on users, you are most likely to order portal content references and portal folders in an alphabetical order. To do that, you need to navigate to your portal structure page (Portal Administrator role required), and edit each content reference and folder sequence numbers to be equal, for example, set them all to 100.

When all of your content references are set to be the same number PeopleSoft will automatically sort them alphabetically.

Set Number of Links within the Portal Navigation

The picture below shows a Security folder and 2 sub-folders (User Profiles and Permissions & Roles). You can also notice that each sub-folder has 4 more links listed below it (in addition to the More... link). If you are wondering why 4 links and not 6 or 10 links, well, it is 4 links because this is what I want it to be.

How can you set the number of links available under a Portal folder?
Navigate to PeopleTools > Portal > Portal Utilities > System Options and update "Maximum Child Links" to 4.

Get all Components Under a Certain Portal Folder

Use this SQL snippet to return all components plus sub-folders (if any) under a specific portal folder.

For example, lets say you have a folder called "Workforce Admin". Under Job Information, you have a sub-folder called "Job Information" and few components.

Run the SQL against the Workforce Admin folder and you should get a row for the sub-folder, and a row for each of the components.

-- Get all sub-folders and components under a certain folder name --
SELECT PORTAL_NAME,
   PORTAL_PRNTOBJNAME AS FOLDER,
   PORTAL_OBJNAME AS CONTENT_REFRENCE,

Component, Content Reference, and Menu

Ok, so we all know that a component needs to be attached to a menu before you are able to register it to the portal structure. Once a component is registered using Application Designer, then a content reference is created and your component will be available under the folder and path you specified during the registration process.

Move or Hide Portal Search Box

Part of our upgrade requirement is to hide the search box on the navigation menu as we are not using it. It must be easy to do, right? Well yes and no. Yes, if you know where to go, and No, if you don't. It will just take some time to dig around to find the right place to turn it off (Hide it).

To hide the search box navigate to:
Root >> PeopleTools >> Portal >> General Settings. Locate the second box on the page and there you should see a check box that says "Display search in navigation". Uncheck it, clear cache and sign back in. Voila, search box is gone.

Query for Component Path within PeopleSoft Portal

While back, I've created an SQL to find the exact same thing but with some level limitations. I have came across another query written by Jim's PeopleSopft Journal blog that works a little bit better and thought to share it with my visitors.

Jim's query however requires the developer to know the content reference of a component before the query could be used. What I really wanted is the ability to find the path by just knowing the component and not the content reference. Chances are, if you know the component reference you know the path to that component as well. So, to find the component path without knowing the content reference, follow the steps below:

1) Run the below SQL to get the content reference name for your component

SELECT PORTAL_NAME,
 PORTAL_OBJNAME AS CONTENT_REFERENCE,
 PORTAL_LABEL,
 PORTAL_URI_SEG1 AS MENU,
 PORTAL_URI_SEG2 AS COMPONENT,
 PORTAL_URI_SEG3 AS MARKET
FROM psprsmdefn
 WHERE PORTAL_NAME = 'EMPLOYEE'
   AND PORTAL_URI_SEG2 = :1;

-- Replace :1 with the component name you are looking for.

Find Component Path Within PeopleSoft Portal

Update: You might want to check my new post to find the path with no level limitations.